Recently, Mid Atlantic caught up with the Canterbury team for a more in-depth perspective about the firm:

How would you describe the underlying philosophy, principles, and/or strategies you implement when working with your clients?

Canterbury’s philosophy was built on the fact that financial markets and securities are variable, meaning they have both bull and bear markets. The Portfolio Thermostat is constructed to adapt to changes in the market environment similar to how a home thermostat adapts to changes in weather. Instead of measuring temperature, the Portfolio Thermostat is evaluating risk in real-time and making the proper adjustments to remove the portfolio from high risk securities while increasing exposure to lower risk securities.

How is Canterbury Investment Management currently developing and building its brand?

Canterbury’s focus has always been on advisor education and what that means to us is portfolio implementation. We want to be known not only as a company that offers quality strategies but one that can also clearly position ourselves within a portfolio. The ability to effectively position our strategy starts with understanding each advisor’s unique business and their approach to building model portfolios. A brand is built by relationships and we look forward to starting that journey with Mid Atlantic.

What led to your decision to partner with Mid Atlantic on its ModelxChange platform?

Partnering with Mid Atlantic was an easy decision for us. In our initial discussions with Kyle Smith and his team, it was obvious the passion they have for what they do. We have had a great experience working through the due diligence process and hearing about the ideas and thoughts that the team has for the future of the ModelxChange platform. We want to partner with groups that are passionate about what they do because we are passionate about what we do.